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Kestra Advisory Services, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ACWI, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 10,703 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,703 shares
    Change vs previous 13F +2,763 shares

    <0.01% of the 13F portfolio, value $1,680,084.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 8,740 shares
    • Kestra Investment Management, LLC: 1,963 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,940 shares
    Change vs previous 13F +723 shares

    <0.01% of the 13F portfolio, value $1,098,600.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,943 shares
    • Kestra Investment Management, LLC: 1,997 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,217 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $1,021,181.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,220 shares
    • Kestra Investment Management, LLC: 1,997 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,061 shares
    Change vs previous 13F +486 shares

    <0.01% of the 13F portfolio, value $837,923.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,779 shares
    • Kestra Investment Management, LLC: 2,282 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 5,575 shares
    Change vs previous 13F +963 shares

    <0.01% of the 13F portfolio, value $716,969.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 3,293 shares
    • Kestra Investment Management, LLC: 2,282 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 4,612 shares
    Change vs previous 13F +2,167 shares

    <0.01% of the 13F portfolio, value $536,791.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,330 shares
    • Kestra Investment Management, LLC: 2,282 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,445 shares
    Change vs previous 13F -3,729 shares

    <0.01% of the 13F portfolio, value $287,288.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $738,063.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).